tight volume. intraday, you can see there -- i know you guys have been talking about this -- there's the drop on the disappointing new home sales data. also, look at the benchmark 10-year. look at 9 yield on the 10-year, again, falling on the worst-than-expected new home sales report. new look at the equity market, no surprise. the pain today in those homebuilders, right? the itb, the home construction etf. you get a two-year chart, you would see a bottom in 2011. you hit a peak in may. you're down about 19%, 20% since then. look at the home builds today, individual names, ryl, kbh, dhi, all in the red. what's working today, some of the rate-sensitive sectors, reits, utilities, and s&p telecom, you can see it's all in the green. kelly, back to you. >> josh, thank you very much, sir. over to you, bill. >> thank you, kelly. walmart making headlines this month when it released earnings and warned in its outlook on the consumer. now, many on wall street pointed to that warning as one reason for the market's pullback.